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Customer Experience In IndustryTop 10 Best Quotation Making Software of 2026
How we ranked these tools
Core product claims cross-referenced against official documentation, changelogs, and independent technical reviews.
Analyzed video reviews and hundreds of written evaluations to capture real-world user experiences with each tool.
AI persona simulations modeled how different user types would experience each tool across common use cases and workflows.
Final rankings reviewed and approved by our editorial team with authority to override AI-generated scores based on domain expertise.
Score: Features 40% · Ease 30% · Value 30%
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Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
PandaDoc
Dynamic pricing tables with live calculations, approvals, and payment collection directly in quotes
Built for sales teams and B2B businesses that need professional, trackable quotations with integrated signing and analytics to close deals faster..
Proposify
Interactive pricing tables that allow clients to adjust quantities, see real-time totals, and approve line items directly in the proposal.
Built for sales teams, agencies, and B2B professionals who need trackable, multimedia-rich proposals with embedded quotations..
Nusii
Library of designer-crafted, fully customizable templates that produce pixel-perfect, branded proposals.
Built for freelancers and small agencies seeking beautiful, easy-to-create proposals with strong tracking capabilities..
Comparison Table
This comparison table simplifies the selection of quotation-making software, featuring tools like PandaDoc, Proposify, QuoteWerks, Qwilr, and Better Proposals. Readers will discover key features, usability, and practical value to choose the right fit for their specific needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | PandaDoc Streamlines quotation creation, e-signatures, and tracking to close deals faster. | specialized | 9.5/10 | 9.8/10 | 9.2/10 | 9.0/10 |
| 2 | Proposify Automates professional proposal and quote generation with templates and analytics. | specialized | 9.2/10 | 9.5/10 | 9.0/10 | 8.7/10 |
| 3 | QuoteWerks Powerful desktop quoting software for distributors with product database integration. | specialized | 8.4/10 | 9.2/10 | 7.1/10 | 8.0/10 |
| 4 | Qwilr Creates interactive web-based quotes and proposals that engage prospects. | specialized | 8.7/10 | 9.2/10 | 8.5/10 | 8.0/10 |
| 5 | Better Proposals Simplifies stunning proposal and quote creation for freelancers and small teams. | specialized | 8.7/10 | 9.0/10 | 9.2/10 | 8.3/10 |
| 6 | Nusii Online proposal tool tailored for agencies with reusable templates and e-signing. | specialized | 8.7/10 | 8.8/10 | 9.3/10 | 8.2/10 |
| 7 | Salesforce CPQ Enterprise-grade configure-price-quote solution with AI-guided selling. | enterprise | 8.7/10 | 9.5/10 | 7.2/10 | 8.0/10 |
| 8 | DealHub CPQ platform that accelerates sales with guided selling and dynamic quoting. | enterprise | 8.7/10 | 9.2/10 | 8.4/10 | 8.1/10 |
| 9 | Zoho CRM Integrated CRM with customizable quote templates and multi-currency support. | enterprise | 8.1/10 | 8.5/10 | 7.7/10 | 8.4/10 |
| 10 | ConnectWise Sell CPQ tool for MSPs automating complex service quotes and configurations. | enterprise | 7.6/10 | 8.2/10 | 7.0/10 | 7.1/10 |
Streamlines quotation creation, e-signatures, and tracking to close deals faster.
Automates professional proposal and quote generation with templates and analytics.
Powerful desktop quoting software for distributors with product database integration.
Creates interactive web-based quotes and proposals that engage prospects.
Simplifies stunning proposal and quote creation for freelancers and small teams.
Online proposal tool tailored for agencies with reusable templates and e-signing.
Enterprise-grade configure-price-quote solution with AI-guided selling.
CPQ platform that accelerates sales with guided selling and dynamic quoting.
Integrated CRM with customizable quote templates and multi-currency support.
CPQ tool for MSPs automating complex service quotes and configurations.
PandaDoc
specializedStreamlines quotation creation, e-signatures, and tracking to close deals faster.
Dynamic pricing tables with live calculations, approvals, and payment collection directly in quotes
PandaDoc is a comprehensive document automation platform designed for creating, sending, tracking, and signing professional quotations, proposals, and contracts. It features a drag-and-drop editor, dynamic pricing tables with formulas, reusable templates, and integrated e-signatures to streamline the quotation process. Real-time analytics provide insights into document engagement, while payment integrations allow for seamless invoicing directly from quotes. This makes it a top choice for sales teams aiming to accelerate deal closures.
Pros
- Extensive template library and dynamic pricing tables for quick, customized quotes
- Advanced analytics and real-time tracking of buyer interactions
- Seamless e-signatures, payments, and CRM integrations for end-to-end workflows
Cons
- Higher pricing tiers can be expensive for very small teams
- Steeper learning curve for advanced automation features
- Limited customization in lower-tier plans
Best For
Sales teams and B2B businesses that need professional, trackable quotations with integrated signing and analytics to close deals faster.
Proposify
specializedAutomates professional proposal and quote generation with templates and analytics.
Interactive pricing tables that allow clients to adjust quantities, see real-time totals, and approve line items directly in the proposal.
Proposify is a robust proposal and quotation software designed to help sales teams create professional, interactive proposals and quotes using customizable templates and a drag-and-drop editor. It streamlines the process with features like real-time tracking, electronic signatures, and integrated payments, allowing users to close deals faster. The platform also offers analytics to identify hot leads and integrates seamlessly with popular CRMs like Salesforce and HubSpot.
Pros
- Stunning, mobile-responsive templates with interactive elements like pricing tables and videos
- Advanced analytics for tracking views, engagement, and hot leads
- Built-in e-signatures, payment collection, and 50+ integrations
Cons
- Pricing can be steep for solo users or very small teams
- Advanced customization requires time to master
- Free trial lacks full access to premium features
Best For
Sales teams, agencies, and B2B professionals who need trackable, multimedia-rich proposals with embedded quotations.
QuoteWerks
specializedPowerful desktop quoting software for distributors with product database integration.
Automated real-time pricing feeds from thousands of supplier databases
QuoteWerks is a robust quoting and proposal software tailored for IT resellers, distributors, and VARs, enabling rapid creation of accurate quotes using real-time supplier pricing and vast product catalogs. It supports complex configurations, custom templates, and seamless integrations with CRMs like Salesforce and accounting tools like QuickBooks. The platform excels in automating the quote-to-order process, reducing errors and speeding up sales cycles for hardware and software sales.
Pros
- Extensive real-time integrations with 100+ suppliers for accurate pricing
- Highly customizable quote templates and automation tools
- Strong CRM and ERP integrations for streamlined workflows
Cons
- Steep learning curve due to feature depth
- Primarily desktop-focused with limited mobile access
- Higher cost may not suit very small businesses
Best For
Mid-to-large IT resellers and distributors handling complex, high-volume quotes with supplier integrations.
Qwilr
specializedCreates interactive web-based quotes and proposals that engage prospects.
Convertible proposals that function like responsive websites with parallax effects, videos, and interactive pricing calculators
Qwilr is a proposal and quotation software that allows users to create interactive, web-page-like documents instead of static PDFs. It features drag-and-drop editing, customizable templates, pricing tables, e-signatures, and integrated payments to streamline the quoting process. With analytics tracking client engagement and CRM integrations like HubSpot and Salesforce, it helps sales teams close deals faster.
Pros
- Stunning interactive proposals that boost engagement
- Real-time analytics on views and interactions
- Seamless integrations with CRMs and payment gateways
Cons
- Pricing can be steep for small teams or simple needs
- Limited advanced customization without design skills
- No perpetual free tier beyond basic trials
Best For
Sales and marketing teams in agencies or B2B services seeking visually impressive, trackable quotes to accelerate deal closures.
Better Proposals
specializedSimplifies stunning proposal and quote creation for freelancers and small teams.
Embedded payment collection via Stripe or PayPal directly in the proposal, enabling clients to pay without leaving the document
Better Proposals is a cloud-based platform specialized in creating professional sales proposals, quotes, and contracts with a drag-and-drop builder. It enables users to embed pricing tables, e-signatures, and payment links directly into documents, streamlining the client approval and payment process. Real-time tracking of views and interactions helps optimize conversion rates, making it ideal for sales-focused teams.
Pros
- Highly customizable templates with pricing tables and multimedia support
- Integrated e-signatures and payment gateways like Stripe for one-click approvals
- Detailed analytics on proposal engagement and performance
Cons
- Limited advanced automation compared to full CRM suites
- Team collaboration features require higher-tier plans
- No native support for complex multi-currency quoting without integrations
Best For
Freelancers, agencies, and sales teams needing visually appealing quotes that convert leads into paid projects quickly.
Nusii
specializedOnline proposal tool tailored for agencies with reusable templates and e-signing.
Library of designer-crafted, fully customizable templates that produce pixel-perfect, branded proposals.
Nusii is a specialized proposal and quotation software designed for agencies, freelancers, and sales teams to create, send, and track professional proposals quickly. It features drag-and-drop editing, customizable templates, real-time viewing analytics, and integrated e-signatures for faster client approvals. The platform streamlines the sales process by allowing interactive client feedback and payment collection directly within proposals.
Pros
- Stunning, mobile-responsive templates for professional quotes
- Real-time tracking of opens, views, and interactions
- Integrated e-signatures and payment options for quick closes
Cons
- No free plan or trial beyond 14 days
- Limited advanced automation compared to full CRM tools
- Higher tiers required for unlimited proposals and teams
Best For
Freelancers and small agencies seeking beautiful, easy-to-create proposals with strong tracking capabilities.
Salesforce CPQ
enterpriseEnterprise-grade configure-price-quote solution with AI-guided selling.
Native Salesforce integration with AI-driven Einstein CPQ for intelligent, rule-based pricing and configuration guidance
Salesforce CPQ (Configure, Price, Quote) is a robust solution embedded within the Salesforce ecosystem, designed to automate the creation of accurate quotes for complex products and services. It enables sales teams to configure bundles, apply dynamic pricing rules, and generate professional quotes with real-time amendments and approvals. The tool excels in handling multi-currency, discounts, and compliance, integrating seamlessly with Salesforce CRM for a unified sales process.
Pros
- Seamless integration with Salesforce CRM for end-to-end visibility
- Advanced configuration and pricing automation for complex catalogs
- Guided selling and real-time quote generation with mobile support
Cons
- Steep learning curve and complex initial setup
- High cost, especially for smaller teams
- Overkill for simple quoting needs without deep customization
Best For
Large enterprises with intricate product configurations and existing Salesforce infrastructure seeking enterprise-grade quoting automation.
DealHub
enterpriseCPQ platform that accelerates sales with guided selling and dynamic quoting.
Unified DealRoom workspace that centralizes quote creation, negotiations, and contract signing in one interactive environment
DealHub is a comprehensive CPQ (Configure, Price, Quote) platform designed to streamline the sales process for B2B teams by automating quote creation, pricing configurations, and deal management. It offers guided selling, dynamic pricing rules, multi-currency support, and seamless integrations with CRMs like Salesforce and HubSpot. The software also includes e-signature capabilities, approval workflows, and analytics to accelerate deal cycles and improve accuracy in quotations.
Pros
- Powerful CPQ engine with guided selling and dynamic pricing
- Seamless CRM integrations and e-signature functionality
- Robust analytics for deal insights and forecasting
Cons
- Steep initial setup and configuration for complex products
- Pricing can be high for smaller teams
- Limited free tier or trial options
Best For
Mid-sized B2B sales teams needing advanced CPQ automation integrated with existing CRM systems.
Zoho CRM
enterpriseIntegrated CRM with customizable quote templates and multi-currency support.
Deep integration with Zoho Inventory for real-time stock availability and pricing updates in quotes
Zoho CRM is a comprehensive customer relationship management platform that includes robust quotation making capabilities, allowing users to create customizable quotes with product catalogs, dynamic pricing, discounts, and taxes. It supports multi-currency, approval workflows, and e-signatures via Zoho Sign, with seamless conversion of quotes into sales orders or invoices. As part of the Zoho One ecosystem, it integrates deeply with inventory, billing, and analytics tools for end-to-end sales processes.
Pros
- Highly customizable quote templates with drag-and-drop builder
- Strong integrations with Zoho Inventory and Billing for accurate pricing
- Automation via workflows and approvals for efficient quote management
Cons
- Learning curve for non-CRM users due to extensive features
- Advanced quoting tools like inventory sync require higher-tier plans
- Not a standalone quoting app, better suited within full CRM workflows
Best For
Small to medium-sized businesses seeking an integrated CRM solution with professional quotation tools for sales teams.
ConnectWise Sell
enterpriseCPQ tool for MSPs automating complex service quotes and configurations.
Authority scripting engine for highly customizable quote logic and automation
ConnectWise Sell is a robust quoting and proposal automation tool designed primarily for managed service providers (MSPs) and IT solution providers. It enables users to build complex quotes with product configurations, dynamic pricing, margins, discounts, and bundles from integrated catalogs. The software supports professional proposal generation, electronic signatures, and seamless workflow integration with ConnectWise Manage for end-to-end sales processes.
Pros
- Deep integration with ConnectWise ecosystem for streamlined quoting-to-ticketing
- Advanced product configurator and scripting for complex bundles
- Mobile app and client portal for on-the-go approvals
Cons
- Steep learning curve due to scripting and customization needs
- Pricing can be high for small businesses or standalone use
- Interface feels dated compared to modern alternatives
Best For
Mid-sized MSPs and IT resellers already using ConnectWise tools who need customizable, high-volume quoting.
Conclusion
After evaluating 10 customer experience in industry, PandaDoc stands out as our overall top pick — it scored highest across our combined criteria of features, ease of use, and value, which is why it sits at #1 in the rankings above.
Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.
Tools reviewed
Referenced in the comparison table and product reviews above.
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